ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,185,383 | -59.1% | 25,558 | -58.8% | 0.02% | -58.0% |
| Q2 2023 | $2,896,081 | +487.4% | 62,094 | +480.5% | 0.05% | +212.5% |
| Q3 2022 | $493,000 | -39.5% | 10,696 | -37.8% | 0.02% | -36.0% |
| Q2 2022 | $815,000 | -85.9% | 17,192 | -85.6% | 0.02% | -85.9% |
| Q1 2022 | $5,779,000 | +2.5% | 119,248 | +6.7% | 0.18% | +5.4% |
| Q4 2021 | $5,636,000 | -25.9% | 111,756 | -25.0% | 0.17% | -32.3% |
| Q3 2021 | $7,608,000 | -36.7% | 148,974 | -36.4% | 0.25% | -41.8% |
| Q2 2021 | $12,019,000 | -1.6% | 234,327 | -1.6% | 0.43% | -15.1% |
| Q1 2021 | $12,219,000 | -6.3% | 238,241 | -5.7% | 0.50% | -18.6% |
| Q4 2020 | $13,046,000 | +182.4% | 252,626 | +181.9% | 0.62% | +116.5% |
| Q3 2020 | $4,619,000 | -47.0% | 89,610 | -47.1% | 0.28% | -54.5% |
| Q2 2020 | $8,718,000 | +109.0% | 169,372 | +105.1% | 0.63% | +62.9% |
| Q1 2020 | $4,171,000 | +472.9% | 82,589 | +471.5% | 0.38% | +531.1% |
| Q4 2019 | $728,000 | – | 14,451 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prosperity Planning, Inc. | 653,645 | $30,316,049 | 12.67% |
| Old North State Trust, LLC | 349,372 | $16,204 | 12.63% |
| Opal Wealth Advisors, LLC | 425,145 | $19,718,226 | 11.54% |
| MARYLAND CAPITAL ADVISORS INC. | 284,699 | $13,204,340 | 10.08% |
| Courage Miller Partners, LLC | 505,997 | $23,468,154 | 9.62% |
| Omega Financial Group, LLC | 234,650 | $10,883,081 | 5.32% |
| Acorns Advisers, LLC | 8,228,082 | $381,618 | 5.25% |
| Townsend & Associates, Inc | 510,645 | $23,642,870 | 4.99% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 167,739 | $7,779,729 | 4.74% |
| IRON Financial LLC | 169,602 | $7,866,120 | 4.57% |